Microsoft Excel + Salesforce
Add new Microsoft Excel rows to Salesforce as campaign leads
Effortlessly maintain up-to-date records between your Microsoft Excel and Salesforce platforms with this efficient workflow. When a new row is added to your specified table in Excel, the automation seamlessly adds the lead to a designated Salesforce campaign, allowing you to concentrate on implementing marketing tactics and engaging with potential clients. Save valuable time and minimize manual data entry by connecting your Excel and Salesforce systems effortlessly.
Effortlessly maintain up-to-date records between your Microsoft Excel and Salesforce platforms with this efficient workflow. When a new row is added to your specified table in Excel, the automation seamlessly adds the lead to a designated Salesforce campaign, allowing you to concentrate on implementing marketing tactics and engaging with potential clients. Save valuable time and minimize manual data entry by connecting your Excel and Salesforce systems effortlessly.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
